Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Mortgages are one of the largest single transactions in most people’s lives.
Designed to enable you to save enough money so you can live comfortably in retirement.
Auto enrolment helps people save for later life through a workplace pension.
Whether you rent or own your home, insuring it is the right thing to do.
Long Term Care
It’s important to consider planning for long-term care to protect you and your family.
“Dean Rose of SWM has given me friendly and knowledgeable financial advice to help me to plan for my retirement. Dean’s detailed guidance has enabled me to set up and manage an investment portfolio to achieve my financial objectives.”
“Mark has been my financial advisor for many years. Indeed, members of my family also look to Mark for his advice.
What sets Mark apart, are two things. He listens and he cares.
His aim is always to do the best for his clients. Mark has the ability to translate wordy financial documents into easy to understand pragmatic advice. He will always go the extra mile to follow up on information he does not have immediately to hand. Mark is always available to speak to and reassure. I cannot recommend Mark highly enough for excellent, innovative sound financial advice.”
Want to know more?
To find out more or to arrange a meeting with us, please call
01564 898081, or email firstname.lastname@example.org